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Procore

User Permissions Matrix - Web (AU)

The following reference page is a comprehensive breakdown of all user actions and the specific user permission(s) (Read-only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tool tabs are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.

Company Level

Project Level


Company Level

Admin

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Budget View for Real-Time Labor Costing       icon-mindtouch-table-check.png
Add a Custom Department       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Program       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Program       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Program Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
Enable Advanced Forecasting in Procore       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign Integration in Your Company's Account       icon-mindtouch-table-check.png
Export the Company Standard Cost Code List       icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Company Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Up the Procore Labor Productivity Cost Budget View        icon-mindtouch-table-check.png
Set Default Change Order Configuration       icon-mindtouch-table-check.png
Set Default Cost Types       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools. 

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Directory

The following table highlights which user permissions are required to perform the described user action.

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Company Permissions Template

 Important
A user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools (except for the Permissions tool).
Task None Read Only Standard Admin
Add a Company to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Company Directory       icon-mindtouch-table-check.png
Add a User Account to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add an Existing User to Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Allow Users to Create New Projects       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Project Permissions Template in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Company Directory       icon-mindtouch-table-check.png
Customize the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Deactivate a Company in the Company Directory       icon-mindtouch-table-check.png
Delete a Distribution Group from the Company Directory       icon-mindtouch-table-check.png
Designate an Insurance Manager for Your Procore Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Download a vCard for a User Account in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Company or User Import Template     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Edit a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group in the Company Directory       icon-mindtouch-table-check.png
Edit a User Account in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export the Company Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Inactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Procore Users to Join a Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite or Re-invite a User to Procore   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Log in to Procore Web icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Merge Companies       icon-mindtouch-table-check.png
Perform Bulk Actions on the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove an Existing User from Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Company Insurance   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Respond to a 'Welcome to Procore' Email icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Company or User Import Template to Procore     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Set Bidder Information at the Company Level   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update Expiring Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Update the Company Import Template Requires Microsoft Excel 2
Update the User Import Template Requires Microsoft Excel 2
View Company Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View User Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1  A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See  Grant Granular Permissions in a Project Permissions Template and Request Company and User Imports.

2  The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.

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Documents

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add or Edit a File Description in the Company Level Documents Tool       icon-mindtouch-table-check.png
Check Files In or Out in the Company Level Documents Tool     icon-mindtouch-table-check.png 1, 2 icon-mindtouch-table-check.png
Configure Advanced Settings: Company Documents       icon-mindtouch-table-check.png
Create a New Folder in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files and Folders in the Company Level Documents Tool       icon-mindtouch-table-check.png
Download a Previous Version of a File in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Download Files and Folders from the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Email Files or Folders from the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Export Information from the Company Level Documents Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage File and Folder Tracking in the Company Level Documents Tool       icon-mindtouch-table-check.png
Manage Permissions for Company Level Documents       icon-mindtouch-table-check.png
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Rename a File in the Company Level Documents Tool       icon-mindtouch-table-check.png
Rename a Folder in the Company Level Documents Tool       icon-mindtouch-table-check.png
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Company Level Documents   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Upload a New Version of a File in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files or Folders to the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Documents in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only check in a file that they have checked out.

2 Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or folder.

3 Search results will only include the documents the user performing the search has access to.

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ERP Integrations

 

QuickBooks | Sage 300 CRE


QuickBooks

The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks. 

Admin
Task Standard Admin Procore point of contact
Configure Cost Code Preferences for QuickBooks   icon-mindtouch-table-check.png  
Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Delete Project Cost Codes from a Procore + QuickBooks® Project   icon-mindtouch-table-check.png  
Bidding
Task Standard Admin Procore point of contact
Award a Winning Bid and Convert it to a Purchase Order   icon-mindtouch-table-check.png  
Award a Winning Bid and Convert it to a Subcontract   icon-mindtouch-table-check.png  
Budget
Task Standard Admin Procore point of contact
Create a Budget Line Item icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Create a Missing Budget Line Item icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Create a Budget Modification  icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Lock a Budget   icon-mindtouch-table-check.png  
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Retrieve a Budget from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Send a Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Commitments
Task Standard Admin Procore point of contact
Create a Commitment icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  
Create a Commitment Change Order (CCO)   icon-mindtouch-table-check.png  
Create a Purchase Order icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  
Create a Subcontract icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  
Delete a Commitment Synced with QuickBooks     icon-mindtouch-table-check.png
Edit a Commitment (Unsynced) icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png  
Edit a Commitment Synced with QuickBooks icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png  
Request to Delete a Commitment Synced with QuickBooks   icon-mindtouch-table-check.png  
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Resend a Rejected CCO to ERP for Accounting Acceptance   icon-mindtouch-table-check.png  
Retrieve a Commitment from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Retrieve a CCO from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Send a Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Send a CCO to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon-mindtouch-table-check.png  
Add a Company to the Project Directory icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png  
Consolidate and Link QuickBooks Vendors to Procore Companies   icon-mindtouch-table-check.png  
Create and Sync Vendors with the QuickBooks Integration   icon-mindtouch-table-check.png 4  
Link a QuickBooks Vendor to a Procore Company   icon-mindtouch-table-check.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png 4  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Portfolio
Task Standard Admin Procore point of contact
Add a New Procore Project into QuickBooks icon-mindtouch-table-check.png 7 icon-mindtouch-table-check.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Accept or Reject a Commitment for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Accept or Reject a CCO for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Accept or Reject a Procore Company for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Export a Budget to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Export a Commitment to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Export a CCO to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Export a Vendor/Company to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Unlink CCOs Synced with QuickBooks®   icon-mindtouch-table-check.png 8  

1 Also requires the 'Can Push to Accounting' privilege. 

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.

4 Also requires the 'Admin' level permission on the ERP Integrations tool.

5 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Permission Template.

6 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access. 

7 Also requires the 'Add New Project' privilege. See Allow Users to Create New Projects

8 Also requires 'Admin' level permission on the Commitments tool. 

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Sage 300 CRE

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on ERP Integrations tool.

Task Read Only Standard Accounting Approver 1 Admin
Accept or Reject a Budget for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Change Order for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Commitment for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Project for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Procore Company into Sage 300 CRE       icon-mindtouch-table-check.png
Add a Procore Project to Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job   icon-mindtouch-table-check.png2    
Add a Sage 300 CRE Job to Procore    icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Vendor to Procore's Company Directory       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Procore Project       icon-mindtouch-table-check.png
Archive a Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Assign Default Categories to Cost Codes   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the ERP Integration Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Configure Sync Schedule for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Vendor Type Import Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Consolidate and Link Sage 300 CRE Vendors to Procore Companies       icon-mindtouch-table-check.png
Create an hh2 Service Account in Sage 300 CRE 3 Requires permission to create accounts in Sage 300 CRE
Edit a Commitment Synced with Sage 300 CRE       icon-mindtouch-table-check.png
Export a Budget to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment Change Order to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Link Vendors in Sage 300 CRE to Matching Companies in Procore       icon-mindtouch-table-check.png4
Perform an On-Demand Sync with Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Re-import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Request to Enable ERP Integrations for Sage 300 CRE       icon-mindtouch-table-check.png
Restore an Archived Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Retrieve a Budget from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment Change Order from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Project from the ERP Integrations Tool       icon-mindtouch-table-check.png
Search the ERP Integrations Tool icon-mindtouch-table-check.png      
Unlink Commitments Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink CCOs Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink a Sage 300 CRE® Vendor       icon-mindtouch-table-check.png
Unarchive a Sage 300 CRE® Vendor   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Update Project Cost Codes for Export to Sage 300 CRE®     icon-mindtouch-table-check.png  
View a Sage 300 CRE® Job Costs Report       icon-mindtouch-table-check.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.

4 Access permission to the Directory tool is not required to create a link.

 

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Planroom

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Configure Advanced Settings: Planroom       icon-mindtouch-table-check.png
Download Bid Documents * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reading Your Bid Package * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Bid Packages in the Company       icon-mindtouch-table-check.png
View Bid Package (that they have access to) * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom Tool * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.

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Portfolio

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add Favorites to the Company Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Filters to the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply a Project Template to a New Project       icon-mindtouch-table-check.png
Change Your Password   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure a Project Template       icon-mindtouch-table-check.png
Configure Advanced Settings: Portfolio       icon-mindtouch-table-check.png
Create a New Project   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Edit a Project Template       icon-mindtouch-table-check.png
Export a List of Projects from the Company Portfolio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Your 'My Open Items' List for a Company Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revoke Access for Connected Apps   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search the Company Portfolio for Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Dashboard View Permissions       icon-mindtouch-table-check.png
Set Up and Manage Your Favorites   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set User Permissions for the Portfolio Tool       icon-mindtouch-table-check.png
Show Projects on Google Maps from the Portfolio Tool    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Financial Project Views       icon-mindtouch-table-check.png
Switch Between the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload Your Avatar or Profile Photo to Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Inactive Projects   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View My Open Items in the Portfolio Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Health Dashboard in the Portfolio Tool       icon-mindtouch-table-check.png

1 This task requires 'Admin' level permissions on the Company level Directory tool, or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

2 Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

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Programs

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add Programs       icon-mindtouch-table-check.png*
Add a Project to a Program       icon-mindtouch-table-check.png*
Assign a Project to a Different Program       icon-mindtouch-table-check.png*
Delete a Program       icon-mindtouch-table-check.png*
Edit Program Information       icon-mindtouch-table-check.png*
Remove a Project from a Program       icon-mindtouch-table-check.png*
View Programs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

* These actions require the displayed permissions on either the Company or Project level Admin tool.

 

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Reports

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png1, 2
Aggregate Data in a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Delete a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Distribute a Snapshot of a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Download an Open Submittals Report   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Edit a Company Level Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a Custom Company Report   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Share a Custom Company Report       icon-mindtouch-table-check.png1
Share a Dashboard       icon-mindtouch-table-check.png6
View Company Reports   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

This task can only be completed by the creator of a report's visuals.

5 The Company Level Open Submittals Report must be enabled on the backend by Procore.

This task can only be completed by the dashboard's creator.

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Program (Schedule)

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Create Calendar Items     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Level Schedule       icon-mindtouch-table-check.png
Search Project Schedules   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Schedule Tasks (for projects they have access to)  mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Scheduled Tasks for All Projects       icon-mindtouch-table-check.png

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Timecard

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Configure Advanced Settings: Timecard       icon-mindtouch-table-check.png
Configure Your Company For The Timecard       icon-mindtouch-table-check.png
Create  a Timecard Entry 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Timecard Entry 1     icon-mindtouch-table-check.png* icon-mindtouch-table-check.png
Export a Timecards Report       icon-mindtouch-table-check.png
Delete a Timecard Entry 1     icon-mindtouch-table-check.png* icon-mindtouch-table-check.png
View the Change History of a Timecard Entry       icon-mindtouch-table-check.png
View Timecard Entries       icon-mindtouch-table-check.png
View Your Own Timecard Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users with 'Standard' level permissions can only create, edit, and delete their own timecard entries. 

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Project Level

Admin

The following table highlights which user permissions are required to perform the described user action.
icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add and Edit Project Cost Codes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Project to a Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Sub Job        icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Assign an Office Location to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Assign a Project to a Different Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change Your Project's Stage of Construction   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change Cost Code Description at the Project Level   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Name of a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Project Address   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Close Out a Project       icon-mindtouch-table-check.png
Configure General Settings: Project Admin   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
Copy People From One Project to Another   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Copy Your Company's Standard Cost Codes to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Project Cost Codes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
Enable ERP Job Cost Transaction Syncing on a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the DocuSign Integration   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the Labor Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Project from a Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request a Cost Code Import       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Copy Project Cost Codes to Another Project       icon-mindtouch-table-check.png
Set the Project Type   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Labor Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png3
Upload a Project Logo   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 You must have 'Admin' permissions to the Project level tool that you want to extract data from.

2 The Project level Timesheets tool must also be enabled. 

The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. 

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Tendering (Bidding)

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check-grey.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add New Companies and Contacts to the Company Directory5       icon-mindtouch-table-check.png
Add Notes to the Bid List1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Bidding       icon-mindtouch-table-check.png
Create a Bid Package       icon-mindtouch-table-check.png
Delete a Bid Package       icon-mindtouch-table-check.png
Edit Bid Package       icon-mindtouch-table-check.png
Export a Bid Package's Bid List to a PDF or CSV       icon-mindtouch-table-check.png
Reinvite Users to Bid       icon-mindtouch-table-check.png
Respond to Pre-Bid Questions       icon-mindtouch-table-check.png
Retrieve a Bid Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Bids       icon-mindtouch-table-check.png
Search for and Invite Bidders       icon-mindtouch-table-check.png
Send a New Correspondence in the Bidding Tool       icon-mindtouch-table-check.png
Update and Redistribute Bid Package       icon-mindtouch-table-check.png
Update Bid Documents       icon-mindtouch-table-check.png
Upload Bid Documents2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Bid Package4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Tasks Performed by Bidders with Planroom Tool None Read Only Standard Admin
Check the Status of your Bid3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Bid Documents3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Bid3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-Bid Question3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Bid3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with 'Standard' level permission can view Bid Notes by default.

2 'Standard' or 'Admin' level permissions are required on the project's Documents tool to complete this function. 

3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.

4 Users with 'Read-only' or above permissions on the project's Bidding tool can complete this function. 

5 'Admin' level permission is required on the project's Directory tool to complete this function.

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Budget

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

 - Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
About the Procore Standard Forecast View       icon-mindtouch-table-check.png
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Budget View for Real-Time Labor Costing This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools. 
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations  This task must be completed in the Company's Admin tool. Also requires the Procore + Sage 300 CRE® connector.
Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations  This task must be completed in the Company's Admin tool. Also requires the ERP Integrations tool. Should NOT be used with Sage 300 CRE® if syncing job cost transactions.
(AUS/NZ) Add a Goods & Services Tax (GST) to a Budget 1       icon-mindtouch-table-check.png
Add a Partial Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply the View, Snapshot, Group, and Filter Options on a Budget View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png
Create a Budget Modification     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Advanced Forecasting in a Project's Budget       icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import a Budget from Sage 100 Contractor®  This task must be completed in the ERP Integrations tool.
Import a Budget from Sage 300 CRE®  This task must be completed in the ERP Integrations tool.
Import a Viewpoint® Spectrum® Budget into a Procore Project  This task must be completed in the ERP Integrations tool.
Import an Original Estimate from Viewpoint® Vista™ into Procore  This task must be completed in the ERP Integrations tool.
Import a ProEst Estimate for the Budget SOV  3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Installed Production Quantities for the Labor Productivity Cost Budget View       icon-mindtouch-table-check.png
Lock a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Read a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Re-import a Budget from Sage 100 Contractor®  This task must be completed in the ERP Integrations tool.
Re-import a Budget from Sage 300 CRE®  This task must be completed in the ERP Integrations tool.
Re-import a Viewpoint® Spectrum® Budget into a Procore Project  This task must be completed in the ERP Integrations tool.
Re-import an Original Estimate from Viewpoint® Vista™ into Procore  This task must be completed in the ERP Integrations tool.
Retrieve a Budget from ERP Integrations Before Acceptance tool-icon_erp-integrations_web-company-level.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set up a Budget in a New Procore Project     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Budget View for Custom Reporting This task must be completed in the Company Admin tool.
Set Up a New Budget View This task must be completed in the Company Admin tool.
Set Up a New Forecasting View This task must be completed in the Company Admin tool. 
Unlock a Budget       icon-mindtouch-table-check.png
Unlock a Budget with Budget Modifications       icon-mindtouch-table-check.png
Use the 'Forecast to Complete' Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter the Change History of the Budget       icon-mindtouch-table-check.png

1 This task was designed for use in Australia and New Zealand. It also requires 'Admin' permissions on the project's Prime Contracts tool.  

2 Also requires 'Admin' permissions on the Company level Reports tool.

3 These steps require that your company has enabled the ProEst by Procore integration.  

4 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

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Change Events

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Variations (Change Orders)

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Related Item to a Commitment Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Be Designated as a Reviewer of a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Approve/Reject Prime Contract Change Orders (PCCO)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders 1, 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with 'Read Only' or 'Standard' level permissions on the project's Change Orders tool can view change orders for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

2 Users with 'Admin' level permissions to the project's Change Orders tool can also view change orders for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Prime Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Change Orders Tool       icon-mindtouch-table-check.png

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Commitments

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

 - Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Schedule of Values       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Change Order       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment as a Subcontractor 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Commitment Change Orders       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Change Order Tiers       icon-mindtouch-table-check.png
Create a Change Order Request (COR) for a Commitment 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order (CCO) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order (CCO) with DocuSign® 2,9       icon-mindtouch-table-check.png
Create a Payment Schedule       icon-mindtouch-table-check.png
Create a Purchase Order   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Invoice for the Release of Retainage 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of a Subcontractor 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Delete a Commitment       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 5        icon-mindtouch-table-check.png
Delete an Invoice       icon-mindtouch-table-check.png
Edit a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Subtab       icon-mindtouch-table-check.png
Enable Retainage on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Invoices       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Change Order (CCO) to an Integrated ERP System        icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System        icon-mindtouch-table-check.png
Export a Purchase Order or Subcontract to DOCX or PDF 6       icon-mindtouch-table-check.png
Export Commitments to CSV or PDF 8   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Commitment SOV Line Items from a CSV File       icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System        icon-mindtouch-table-check.png
Review a Subcontractor SOV for a Commitment       icon-mindtouch-table-check.png
Review Invoices as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Invoices as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a CCO to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit an Invoice as a Subcontractor 4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Subcontractor SOV on a Commitment 1, 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View an Purchase Order 8   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 8   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Commitments 8 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Reports in the Commitments Tool 10   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 Users must have 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment

2 Also requires a DocuSign© account.

3 Users with 'Admin' permission can configure the 'Enable Purchase Orders' setting to provides Procore users with 'Standard' permission with the ability to create change orders. For details, see Configure Settings: Commitments.

4  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment

5 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® and Delete a Commitment Synced with Sage 300 CRE®.

6 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.

7 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

8 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

9 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

10 Individual report availability depend on your permission level. See View Reports in the Commitments Tool.

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Site Diary (Daily Log)

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Indicates an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add a Related Item to a Daily Log Entry       icon-mindtouch-table-check.png
Create Accident Log Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Call Log Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Daily Construction Report Log Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Delay Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Delivery Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Dumpster Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Equipment Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Inspection Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Manpower Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Note Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Observed Weather Entries icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Create Plan Revision Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Productivity Entries     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Quantity Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Safety Violation Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Scheduled Work Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Timecard Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png
Create Visitor Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Waste Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve Collaborator-submitted Daily Log Entries       icon-mindtouch-table-check.png
Change the Date to Enter Information for a Previous Day icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Daily Log       icon-mindtouch-table-check.png
Copy a Daily Log  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete a Daily Log Item     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Related Items from Daily Log Entries       icon-mindtouch-table-check.png
Edit a Daily Log Item icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 3 icon-mindtouch-table-check.png 2, 3 icon-mindtouch-table-check.png
Email a Daily Log  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable "Related To" For Daily Log Items       icon-mindtouch-table-check.png
Export a Daily Log as PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark a Daily Log as Complete  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Search Daily Log Reports icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Daily Log Items icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png
View Change History Log      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Daily Log Notes Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Daily Logs in the Calendar View  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

Users also need 'Read Only' or above permissions on the Directory tool to create Manpower Log entries.

Users with 'Standard' permissions who are granted the ‘Standard Users Can Edit and Delete Own Entries’ granular permission can edit or delete their own entries for days that have not been marked as complete.

Users with 'Read Only' or 'Standard' permissions who are granted the 'Collaborator Entry Only' granular permission can edit their own entries until they are approved.

Users with 'Read Only' or 'Standard' permissions who are granted the ‘Collaborator Entry Only’ granular permission can only view logs that they created. 

The Calendar View is not visible to users with the ‘Collaborator Entry Only’ granular permission enabled on their permission template.

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Defect List (Punch List)

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task None Read Only Standard Admin
Add Attachments to a Punch List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Punch List Items     icon-mindtouch-table-check.png  
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Punch List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Punch List Item icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Punch List       icon-mindtouch-table-check.png
Customize the Column Display in the Punch List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Punch Item Template       icon-mindtouch-table-check.png
Create a Punch List Item2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Quick Punch Category on a Project       icon-mindtouch-table-check.png
Deactivate a Punch Item Template on a Project       icon-mindtouch-table-check.png
Delete a Punch Item Template from a Project       icon-mindtouch-table-check.png
Delete a Quick Punch Category at the Company Level       icon-mindtouch-table-check.png
Delete a Punch List Item        icon-mindtouch-table-check.png
Edit a Punch List Item  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Quick Punch Category at the Project Level       icon-mindtouch-table-check.png
Export Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Punch List Items       icon-mindtouch-table-check.png
Respond to a Punch List Item4,1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve Deleted Punch Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Punch List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Punch List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Punch List Item5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Punch List Item       icon-mindtouch-table-check.png
View Private Punch Items Assigned to User Within the Same Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Punch Item Manager, Assignee, or Final Approver, or if they have been granted the granular permission "Respond to Punch Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a punch list item. However, 'Standard' level users who have been granted permission to act as a Punch Item Manager can list other 'Standard' level users as the 'Assignee' on a punch list item.

'Standard' level users can only close punch list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Punch Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Punch Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private punch list items after they have been sent to the Assignee.

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Direct Costs

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Configure Advanced Settings: Direct Costs       icon-mindtouch-table-check.png
Create a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Email a Direct Cost     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Direct Costs Tool       icon-mindtouch-table-check.png
Export Direct Costs to CSV or PDF    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Direct Costs     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Apply Filters to Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Views in the Direct Costs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Directory

The following table highlights which user permissions are required to perform the described user action. 

Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Project Permissions Template. 

Task None Read Only Standard Admin
Add a Company to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a User Account to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Project Insurance to a Company Record in the Project Directory       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Bulk Add Users and Companies to a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Permissions in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure the Project Team on the Project Home Page   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Project Directory       icon-mindtouch-table-check.png
Create a Project Specific Permissions Template from the Project Directory       icon-mindtouch-table-check.png
Customize the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Distribution Group from the Project Directory       icon-mindtouch-table-check.png
Download vCard for a User Account in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a User Account in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Schedule Notifications for a User on a Project       icon-mindtouch-table-check.png
Enable Weather Delay Alerts by Phone or Email       icon-mindtouch-table-check.png
Export the Project Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward Contact Information by Email  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite or Reinvite a User to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Users to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Perform Bulk Actions on the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Project Directory       icon-mindtouch-table-check.png
Reactivate a User in the Project Directory       icon-mindtouch-table-check.png
Remove a Company from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a User from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Project Insurance from a Company Record       icon-mindtouch-table-check.png
Remove a Batch of User Accounts from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a Batch of Companies from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Save Contact to Phone on a Mobile Device  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Bidder Information at the Project Level       icon-mindtouch-table-check.png
Set up a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Company Import Template Anyone with the file can update the template 
Update the User Import Template Anyone with the file can update the template 
View the Project Directory  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Drawings

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png  - Indicates an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Add Punch List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set       icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Log to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Drawings as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Log       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png2
Unsubscribe from the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png2
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.

Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.

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Emails

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Apply a Tag to an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Archive an Email       icon-mindtouch-table-check.png
Configure Advanced Settings: Emails       icon-mindtouch-table-check.png
Create a Tag to Filter Emails       icon-mindtouch-table-check.png
Create an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Email as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Email       icon-mindtouch-table-check.png
Delete a Tag from the Emails Tool       icon-mindtouch-table-check.png
Filter Emails by Tag   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Email Signature to Procore Emails   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark an Email as Private or Public     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Mark an Email as Spam       icon-mindtouch-table-check.png
Remove a Tag from an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reply to an Email Sent from the Emails Tool icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore an Archived Email       icon-mindtouch-table-check.png
Retrieve an Email from the Recycle Bin       icon-mindtouch-table-check.png
Search Emails in the Emails Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Inbound Email to the Project's Emails Tool icon-mindtouch-table-check.png2      
Set Up Your Outbound Email Signature   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unmark an Email as Spam       icon-mindtouch-table-check.png
View All Emails in the Emails Tool       icon-mindtouch-table-check.png

1  Users with 'Standard' permissions to the Emails tool can make an email private or public if they created it.

2  Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. See Send An Inbound Email to the Project's Emails Tool.

3 The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'. 

4 Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore.  

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Forms

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application. 

Forms Tool

Task None Read Only Standard Admin
Configure Advanced Settings: Forms       icon-mindtouch-table-check.png
View a Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Fill out a Form  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
Search for and Filter Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email a Form  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Forms List to a CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Project Level Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Fill Out a Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project Level Form  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete a Project Level Form  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Retrieve a Project Level Form from the Recycle Bin       icon-mindtouch-table-check.png

'Standard' users can view forms marked as private that they have created.

Admin Tool (Company Level)

Task None Read Only Standard Admin
Create a Company Level Form Template       icon-mindtouch-table-check.png
Delete a Company Level Form Template       icon-mindtouch-table-check.png

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Home

The following table highlights which user permissions are required to perform the described user action.

Note: Users with 'Admin' permission to the project's Home tool can send announcements from Procore's mobile app on iOS and Android. See Announcements.

Task None Read Only Standard Admin
Add a Project Photo to the Home Page This is set in the Project level Photos Tool.
Add Favorites to the Project Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add, Modify, and Remove Project Home Links       icon-mindtouch-table-check.png
Add the Project Team to the Project Home Page       icon-mindtouch-table-check.png
Change the Project Address This is updated in the Project level Admin Tool.
Change Your Login ID Email Address for Your Procore User Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Project Home       icon-mindtouch-table-check.png
Edit My Account Settings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open Items from the Project Overview in the Project's Home page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rearrange Your Project Level Navigation Bar       icon-mindtouch-table-check.png
Set Up a Persistent Project Message for the Home Page       icon-mindtouch-table-check.png
Show or Hide Project Weather on the Project Home Page       icon-mindtouch-table-check.png
View the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Project Weather on the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Recently Changed Items on a Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Inspections

The following table highlights which user permissions are required to perform the described user action.

Note: If a user has 'Read-only' or 'Standard' permissions on the Inspections tool, they will not be able to view a private inspection unless they have been added to the distribution list, or added as an Inspector or Point of Contact on the inspection. This also affects the user's ability to see observations created from the inspection, even if the observations are assigned to the user.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Related Item to an Inspection       icon-mindtouch-table-check.png1
Add Company Level Inspection Templates to Your Project        icon-mindtouch-table-check.png
Close an Inspection  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Configure Advanced Settings: Inspections       icon-mindtouch-table-check.png
Create a Project Level Inspection  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Inspection Template       icon-mindtouch-table-check.png
Create an Observation from an Inspection  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Delete an Inspection        icon-mindtouch-table-check.png
Delete an Inspection Template       icon-mindtouch-table-check.png
Edit a Project Level Inspection  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Edit a Project Level Inspection Template       icon-mindtouch-table-check.png
Email Inspections  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Inspection as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform an Inspection  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an Inspection From the Recycle Bin       icon-mindtouch-table-check.png
Search and Filter for Inspections  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Project Level Inspections  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Activity Feed of an Inspection  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of an Inspection        icon-mindtouch-table-check.png
View Signatures on an Inspection  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Read only' and 'Standard' level users can view related items. 'Admin' users can add related items.

2 'Standard' level users can only close and edit inspections that they have created.

3 'Standard' level permission or higher is also required on the Observations Tool to complete this function.

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Instructions

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add the Instructions Tool to a Project       icon-mindtouch-table-check.png1
Configure Advanced Settings: Instructions       icon-mindtouch-table-check.png2
Create an Instruction from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Issue an Instruction     icon-mindtouch-table-check.png